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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2476
Delta Financial Advisors
Louisiana
$336K -$73.4K -1,509 -19%
HI
2477
Human Investing
Oregon
$335K +$25.3K +520 +9%
LPAM
2478
Lodestar Private Asset Management
California
$334K -$55.3K -1,138 -15%
GGI
2479
Godsey & Gibb Inc
Virginia
$334K -$23K -473 -7%
FWTB
2480
First Western Trust Bank
Colorado
$334K -$17.8K -365 -6%
CTI
2481
Community Trust & Investment
Kentucky
$334K +$305K +6,268 New
BA
2482
Bristlecone Advisors
Washington
$333K -$29.2K -600 -9%
BC
2483
Brio Consultants
California
$333K -$11.8K -242 -4%
TCBWMS
2484
Texas Capital Bank Wealth Management Services
Texas
$333K +$304K +6,257 New
MCM
2485
McRae Capital Management
New Jersey
$333K – – –
MCM
2486
MV Capital Management
Maryland
$332K -$22.4K -460 -7%
FC
2487
Financial Council
Maryland
$332K – – –
MLA
2488
MB, Levis & Associates
Pennsylvania
$331K -$9.34K -192 -3%
IPW
2489
Invictus Private Wealth
Colorado
$331K -$13.1K -270 -4%
GWM
2490
Greenhouse Wealth Management
Connecticut
$330K +$2.38K +49 +0.8%
RFG
2491
RFP Financial Group
Georgia
$330K -$362K -7,443 -55%
FWP
2492
Firethorn Wealth Partners
Georgia
$329K -$22.2K -457 -7%
QWM
2493
Quaker Wealth Management
New Jersey
$328K +$300K +6,171 New
AL
2494
ADE LLC
Maryland
$328K -$4.47K -92 -1%
FWP
2495
Falcon Wealth Planning
California
$328K -$1.07K -22 -0.4%
AWMG
2496
Alliance Wealth Management Group
New Jersey
$328K – – –
NRI
2497
NFP Retirement Inc
California
$328K +$5.11K +105 +2%
WSCM
2498
Wellington Shields Capital Management
New York
$327K +$49 +1 +0%
FDDB
2499
Fidelity D&D Bancorp
Pennsylvania
$327K – – –
BDFN
2500
Bond & Devick Financial Network
Minnesota
$325K – – –
98 99
100
101 102